Microsoft discloses $44.9 billion Anthropic computing commitment and reports strong Q3 results
Microsoft announced that Anthropic has pledged at least $44.9 billion in computing services to the company through June 2033. The disclosure came alongside the release of its third‑quarter earnings, which showed revenue of $90.6 billion and GAAP earnings of $4.92 per share. Cloud revenue rose 30% year over year to $63.9 billion, representing about 69% of total revenue. The news lifted the stock, which rebounded above $520 after briefly slipping toward $500.
Why it matters
The Anthropic commitment signals future demand for Microsoft’s Azure infrastructure, potentially supporting continued cloud revenue growth. The earnings beat and strong cloud performance may reinforce investor confidence in the company’s growth trajectory, but higher infrastructure spending could pressure margins.
Key facts
- 1Anthropic’s filing amendment shows a minimum commitment of $44.9 billion to Microsoft through June 2033. finance.yahoo.com
- 2Microsoft reported third‑quarter revenue of $90.6 billion, up from $77.6 billion a year earlier. fxleaders.com
- 3GAAP earnings were $4.92 per diluted share, a 32% year‑over‑year increase. fxleaders.com
- 4Cloud revenue reached $63.9 billion, growing 30% year over year (31% in constant currency). fxleaders.com
- 5Cloud revenue accounted for roughly 69% of total quarterly revenue. finance.yahoo.com
- 6Microsoft’s share price rose about 3% to above $520 after falling toward $500. fxleaders.com
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.